Financial Services Advisor

Castlegate Financial Management

This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in London and working with the Duncan &...

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Financial Services Advisor

Castlegate Financial Management

Updated 1 day ago
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England 📅 2026-04-08

About this role

This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in London and working with the Duncan & Toplis team to grow the existing client base. Ensuring Directors and Team Members at allocated offices of D

About the Company

Castlegate Financial Management is part of the Duncan & Toplis Group, focusing on wealth management and financial advisory services.

Key Highlights

  • ✓ Opportunity to grow presence in London market
  • ✓ Collaborative environment with Duncan & Toplis team
  • ✓ Focus on client base expansion
  • ✓ Role integral to company growth strategy

💡 Honest Take: This position offers a chance to make a significant impact, but it may require extensive networking and client relationship management in a competitive market.

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